Senior Client Onboarding & Account Services Lead

Ventum Financial Corp.; Vancouver; On-site; CAD 65,000 - 75,000; Full time

Job summary

Ventum Financial Corp. in Vancouver, BC, is seeking a Senior Client Onboarding & Account Services Specialist for full-time permanent employment. The role focuses on complex client onboarding, account servicing, MAKO testing and Advisor transition support.

You will drive operational quality, reporting and escalation management, partnering with Compliance, Technology, and external partners to ensure smooth transitions and strong client outcomes.

Qualifications

• Post-secondary education in business, finance or related discipline preferred.
• Experience in wealth management, brokerage ops or financial services preferred.
• Knowledge of client account opening, maintenance and servicing processes.
• Experience supporting Advisors or internal partners in operations.
• Experience with testing, documentation or training is a plus.

Responsibilities

• Lead complex client onboarding and account servicing activities.
• Coordinate MAKO implementation testing and post-launch stabilization.
• Provide operational guidance during MAKO transformation with KPMG and partners.
• Own KPI tracking and reporting for onboarding and services.
• Escalate and resolve complex servicing issues with cross-functional teams.
• Support documentation, training and knowledge transfer for new processes.

Skills

Client onboarding

Account servicing

Operational reporting

Escalation management

MAKO testing

Education

Business/Finance degree

Tools

Dataphile

Job description

Ventum Financial Corp. in Vancouver, BC, is seeking a Senior Client Onboarding & Account Services Specialist for full-time permanent employment. The role focuses on complex client onboarding, account servicing, MAKO testing and Advisor transition support.

You will drive operational quality, reporting and escalation management, partnering with Compliance, Technology, and external partners to ensure smooth transitions and strong client outcomes.